Uber 第一季度营收 35.43 亿美元 同比增长 14%

美国网约车公司 Uber 7 日发布了 2020 财年第一季度财报。报告显示，在截至 3 月 31 日的这一季度，Uber 的营收为 35.43 亿美元，与去年同期的 30.99 亿美元相比增长 14%，不计入汇率变动的影响为同比增长 16%；归属于 Uber 的净亏损为 29.36 亿美元，与去年同期归属于 Uber 的净亏损 10.12 亿美元相比有所扩大。

按业务类别划分，Uber 第一季度共享出行业务营收为 24.70 亿美元，与去年同期的 24.18 亿美元相比增长 2%，不计入汇率变动的影响为同比增长 4%；Uber Eats 业务营收为 8.19 亿美元，与去年同期的 5.36 亿美元相比增长 53%，不计入汇率变动的影响为同比增长 56%；货运业务营收为 1.99 亿美元，与去年同期的 1.27 亿美元相比增长 57%，不计入汇率变动的影响同样为同比增长 57%；Other Bets 业务营收为 3000 万美元，与去年同期的 1800 万美元相比增长 66%，不计入汇率变动的影响为同比增长 67%；先进技术集团及其他技术项目的营收为 2500 万美元，去年同期没有这项收入。

按地区划分，Uber 第一季度来自美国和加拿大地区的营收为 21.42 亿美元，与去年同期的 18.95 亿美元相比增长 13%；来自拉丁美洲地区的营收为 4.97 亿美元，与去年同期的 4.50 亿美元相比增长 10%；来自欧洲、中东和非洲地区的营收为 5.52 亿美元，与去年同期的 4.87 亿美元相比增长 13%；来自亚太地区的营收为 3.52 亿美元，与去年同期的 2.67 亿美元相比增长 32%。

Uber 第一季度预订量为 157.76 亿美元，与去年同期的 146.49 亿美元相比增长 8%，不计入汇率变动的影响为同比增长 10%。按业务类别划分，共享出行业务的预订量为 108.74 亿美元，与去年同期的 114.46 亿美元相比下降 5%，不计入汇率变动的影响为同比下降 3%；Uber Eats 业务的预订量为 46.83 亿美元，与去年同期的 30.71 亿美元相比增长 52%，不计入汇率变动的影响为同比增长 54%；货运业务的预订量为 1.98 亿美元，与去年同期的 1.28 亿美元相比增长 55%，不计入汇率变动的影响同样为同比增长 55%；Other Bets 业务的预订量为 2100 万美元，相比之下去年同期为 400 万美元。

Uber 第一季度月度活跃平台消费者人数为 1.03 亿人，与去年同期的 9300 万人相比增长 11%。Uber 第一季度总出行次数为 16.58 亿次，与去年同期的 15.50 亿次相比增长 7%。

Uber 第一季度总成本和营收为 48.06 亿美元，相比之下去年同期为 41.33 亿美元。其中营收成本为 17.86 亿美元，相比之下去年同期为 16.81 亿美元；运营和支持支出为 5.03 亿美元，相比之下去年同期为 4.34 亿美元；销售和营销支出为 8.85 亿美元，相比之下去年同期为 10.40 亿美元；研发支出为 6.45 亿美元，相比之下去年同期为 4.09 亿美元；总务和行政支出为 8.59 亿美元，相比之下去年同期为 4.23 亿美元；折旧和摊销支出为 1.28 亿美元，相比之下去年同期为 1.46 亿美元。
Uber, an American car Hailing company, released its financial report for the first quarter of fiscal year 2020 on Tuesday. According to the report, Uber’s revenue in the quarter ended March 31 was US $3.543 billion, up 14% compared with us $3.099 billion in the same period of last year, and the net loss attributable to Uber was US $2.936 billion, up 16% compared with us $1.012 billion in the same period of last year.
By business category, the revenue of Uber’s shared travel business in the first quarter was US $2.470 billion, up 2% compared with us $2.418 billion in the same period of last year, with a year-on-year growth of 4% excluding the impact of exchange rate changes; the revenue of Uber eats business was US $819 million, up 53% compared with us $536 million in the same period of last year, with a year-on-year growth not including the impact of exchange rate changes 56%; revenue of freight business is US $199 million, up 57% compared with us $127 million in the same period last year, and the impact of excluding exchange rate change is also up 57% compared with the same period last year; revenue of other bets business is US $30 million, up 66% compared with us $18 million in the same period last year, and the impact of excluding exchange rate change is up year-on-year 67%; the revenue of advanced technology group and other technology projects was US $25 million, which was not generated in the same period last year.
By region, Uber’s revenue from the United States and Canada in the first quarter was US $2.142 billion, up 13% from US $1.895 billion in the same period last year; from Latin America was US $497 million, up 10% from US $450 million in the same period last year; from Europe, the Middle East and Africa was US $552 million, up 4.87% in the same period last year Revenue from the Asia Pacific region was $352 million, up 32% from $267 million in the same period last year.
Uber’s first quarter bookings were $15.776 billion, up 8% from $14.649 billion in the same period last year, with a 10% year-on-year increase excluding the impact of exchange rate changes. By business category, the booking volume of the shared travel business is US $10.874 billion, down 5% compared with us $11.446 billion in the same period of last year, and the impact of excluding exchange rate changes is 3% lower than the same period of last year; the booking volume of Uber eats business is us $4.683 billion, up 52% compared with us $3.071 billion in the same period of last year, and the impact of excluding exchange rate changes is higher than the same period of last year 54%; the booking volume of freight business is US $198 million, an increase of 55% compared with us $128 million in the same period of last year, and the impact of excluding exchange rate changes is also a year-on-year increase of 55%; the booking volume of other bets business is US $21 million, compared with us $4 million in the same period of last year.
Uber’s monthly number of active platform consumers was 103 million in the first quarter, up 11% from 93 million in the same period last year. Uber’s total number of trips in the first quarter was 1.658 billion, up 7% from 1.550 billion in the same period last year.
Uber’s total cost and revenue in the first quarter was $4.806 billion, compared with $4.133 billion in the same period last year. Of which, the cost of revenue was $1.786 billion, compared with $1.681 billion in the same period last year; the expenditure of operation and support was $503 million, compared with $434 million in the same period last year; the expenditure of sales and marketing was $885 million, compared with $1.040 billion in the same period last year; the expenditure of research and development was $645 million, compared with $4.09 in the same period last year US $0.1 billion; general and administrative expenditure was US $859 million, compared with us $423 million in the same period last year; depreciation and amortization expenditure was US $128 million, compared with us $146 million in the same period last year.